Dynamicscon 35 Tips in 40 Minutes

I just had the opportunity of presenting a session for DynamicsCon today, and promised I’d put a copy of the handout I usually provide in live sessions out here on the blog, so here it is! I’ll update this blog with the link to the recorded YouTube session once it’s published.

FINDING THINGS
1) Use Tell me
2) Navigate
3) Drill Down
4) View/Edit

MANAGING SCREENS
5) Screen Organization
6) FactBox Toggle
7) More than one on a screen
8) Pop out the Screen
9) Focus Mode

FINDING THINGS FASTER
10) Sorting a List
11) Find across fields
12) Find Within a Field
13) Dimension Overview

FILTERING
14) Filter to this value
15) Token filters
16) Limit Totals on the COA
17) Finding blanks
18) Finding not
19) Finding not this and not

KEYBOARD SHORTCUTS
20) Keyboard Shortcuts
21) Use “t” Instead
22) F8 to Super Copy
23) F9 to Post
24) Open in Excel
25) Copy and Paste

SAVED VIEWS ARE MINI REPORTS
26) Filter on Non-Visible Cells
27) Saved Views!!!

PERSONALIZATION
28) Add links to navigation menu
29) Role Explorer
30) Resize columns w/out personalization
31) Company badge
32) Add Notes and Links

TIPS TO LEARN MORE ABOUT BC
33) View Your Version
34) Windows Magnifier
35) docs.microsoft.com

Get all 100 Tips in Dynamics NAV and Business Central on our YouTube channel. All tips are updated in Dynamics NAV 2018 and Dynamics
365 Business Central as 1 – 3 minute videos.

Get our exclusive Business Central foam puzzle shortcut cube on our website or get our NEW downloadable Origami cube for FREE
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ADVANCED Account Schedules class now available in 2019 and 2020

Based on feedback from students who have taken our Dynamics NAV and Dynamics 365 Business Central Account Schedules classes, we have now created the ADVANCED ACCOUNTS SCHEDULES class! This advanced level class is full of all new material on topics you requested based on survey results. We are so excited to offer a class to LEVEL UP your skills using Account Schedules in Dynamics NAV and Dynamics 365 Business Central.

This class is only going to be offered twice in the next year. One of those sessions is only 5 weeks from now, December 11-13, 2019 in Chicago, IL and the other will be May 13-15, 2019 in Texas (exact city TBD). As someone who reads dynamicsnavfinancials.com,  we are offering a special discount for the December class being held 5 weeks from now. Please enter the discount code of DNF100 to get $100 off your class registration.

Take a look at the detailed description for the class:

Take your knowledge about account schedules in Microsoft Dynamics NAV / Dynamics 365 Business Central to the next level in this active hands-on workshop. Bring your trial balance and recent financials with you to class so we can dig in and show you how to map what you have to your balance sheet, income statement, and statement of cash flows, and then design and set up your financial statements in account schedules.

If you’ve never been able to set aside the time to finally build your financial statements, come to this class to get the dedicated time and support needed to check this off your list.

Spend Day 1 getting started with mapping your trial balance and applying the fundamental concepts to design and build your own basic financial statements. We’ll also put together all the most commonly used column layouts to view the schedules you’ve built in different ways.

During Day 2 we’ll layer in your budgets and dimensions to those reports and building your Excel shell to easily produce your financial statements each month by only refreshing the numbers. We’ll spend plenty of time learning how to build the shell and maintain it when changes happen.

We’ll bring it home Day 3 by learning other advanced topics like using account schedules in consolidations, using RapidStart to populate account schedules to multiple companies, account schedules with KPI web services and the complementary tool to account schedules: analysis reports and analysis by dimensions.

Who Should Attend? CFOs, Controllers, and accountants seeking to truly unpack the power of Account Schedules and simplify their financial reporting ongoing.

I would LOVE to see you in class to dive deep into learning even more about ERP accounting software. Please feel free to reach out to me directly if you have any questions about this, or any other of the over 40 classes we are teaching in 2020.

[VIDEO] Use the Export to Excel Function for Account Schedules with NAV/BC

I just taught my all-day Account Schedules class at the User Group Summit Pre-Academy days for the eleventh year last month. This year, my students asked me to please record a video of how to create the “Excel shell” I use to create financial statements quickly and easily every month. This is that video, shot in both NAV 2018 (which will apply to any version of NAV 2013-2018), and Business Central.

Use the Export to Excel Function for Account Schedules with Dynamics NAV

Use the Export to Excel Function for Account Schedules with Dynamics 365 Business Central

If you’ve taken one of my classes before, this is the final lesson of the day, the one that shows you how to tie it all together and get efficient with Account Schedules.

If you’ve never taken one of my classes before and you are still dumping your trial balance into Excel and pushing the data around every month give this a try instead.

New View releases new training schedule with 40+ classes offered in 2020

New View Strategies is the go-to source for actionable training and process efficiency in Microsoft Dynamics NAV and Microsoft Dynamics 365 Business Central. Their 2020 schedule of training was just released and includes 17 classroom based boot camps and 24 online classes and includes new next-level offerings including the Advanced Controller’s Boot Camp and Advanced Account Schedules. 

Remaining Boot Camps being offered in 2019 are:

• Business Central Essentials Boot Camp (Nov 11-15)
• Manufacturing Boot Camp (Nov 11-15)
• Relationship Management (Dec 9-10)
• Warehousing (Dec 9-13)
• Advanced Account Schedules (Dec 11-13)
• Advanced Controller’s Boot Camp (Dec 16-20)

See what Bruce Ostrowsky of World Emblem had to say about the recent Account Schedules class he attended:

Controller’s Boot Camp Training Comes to Houston TX August 19-23

New View Strategies is offering specialty training for Dynamics NAV designed specifically for accountants and those who support accountants. You will not find training like this anywhere else, because it is taught by former Corporate Controllers who have used this same software in their jobs every day for more than 20 years. They designed this class to share with you everything they wish someone had taught them when they started using Dynamics!

The next class is being held in Houston, TX August 19-23 and Dynamics NAV Financials is providing a promo code just for you! Use HOUCBC500 on your registration to save $500.

Look at what past students had to say about this class!

For any Controller using NAV, if you are in the process of converting to NAV, if you’re new to NAV or if you’ve been using NAV for a while, this is the class for you. Amanda and Kerry will either reinforce what you already know but more likely show you things that you don’t know, point out things that you should be doing and things that you shouldn’t be doing. I highly recommend this class. – Christopher Scrivner, Rava Ranches

For a controller with limited exposure to NAV, I cannot fathom a more meaningful investment of time. The course is robust and the materials covered extremely comprehensive. You will be more than satisfied with the experience. Brilliant instructors. – Scott Hulme, Nature Fresh Farms

This course is a must for those new to NAV or new in a Controllers role. The hands on learning and collaborative networking environment with fellow users is essential to teach you the “small stuff” that can make a big difference in your productivity. Many of us have had little or no training, so this enables us to utilize and harness the system and take advantage of the reporting and analytical tools available. The class introduces you to many things you didn’t know you didn’t know about Nav. Whether a new user or seasoned veteran, there will be useful takeaways from the course. – Jen Brickner, Andy Gump

Controller’s Boot Camp Training Comes to Fresno California June 24-28

New View Strategies is offering specialty training for Dynamics NAV designed specifically for accountants and those who support accountants. You will not find training like this anywhere else, because it is taught by former Corporate Controllers who have used this same software in their jobs every day for more than 20 years. They designed this class to share with you everything they wish someone had taught them when they started using Dynamics!

The next class is being held in Fresno, California from June 24-28th and Dynamics NAV Financials is providing a promo code just for you! Use JUNCBC2019 on your registration to save $200.

Look at what past students had to say about this class!

For any Controller using NAV, if you are in the process of converting to NAV, if you’re new to NAV or if you’ve been using NAV for a while, this is the class for you. Amanda and Kerry will either reinforce what you already know but more likely show you things that you don’t know, point out things that you should be doing and things that you shouldn’t be doing. I highly recommend this class. – Christopher Scrivner, Rava Ranches

For a controller with limited exposure to NAV, I cannot fathom a more meaningful investment of time. The course is robust and the materials covered extremely comprehensive. You will be more than satisfied with the experience. Brilliant instructors. – Scott Hulme, Nature Fresh Farms

This course is a must for those new to NAV or new in a Controllers role. The hands on learning and collaborative networking environment with fellow users is essential to teach you the “small stuff” that can make a big difference in your productivity. Many of us have had little or no training, so this enables us to utilize and harness the system and take advantage of the reporting and analytical tools available. The class introduces you to many things you didn’t know you didn’t know about Nav. Whether a new user or seasoned veteran, there will be useful takeaways from the course. – Jen Brickner, Andy Gump

Looking for Dynamics NAV training designed just for accountants?

New View Strategies is offering specialty training for Dynamics NAV designed specifically for accountants and those who support accountants. You will not find training like this anywhere else, because it is taught by former Corporate Controllers who have used this same software in their jobs every day for more than 20 years. They designed this class to share with you everything they wish someone had taught them when they started using Dynamics!

The next class is being held in Chicago from March 25-29th and Dynamics NAV Financials is providing a promo code just for you! Use MARCBC2019 on your registration to save $200.

Look at what past students had to say about this class!

For any Controller using NAV, if you are in the process of converting to NAV, if you’re new to NAV or if you’ve been using NAV for a while, this is the class for you. Amanda and Kerry will either reinforce what you already know but more likely show you things that you don’t know, point out things that you should be doing and things that you shouldn’t be doing. I highly recommend this class. – Christopher Scrivner, Rava Ranches

For a controller with limited exposure to NAV, I cannot fathom a more meaningful investment of time. The course is robust and the materials covered extremely comprehensive. You will be more than satisfied with the experience. Brilliant instructors. – Scott Hulme, Nature Fresh Farms

This course is a must for those new to NAV or new in a Controllers role. The hands on learning and collaborative networking environment with fellow users is essential to teach you the “small stuff” that can make a big difference in your productivity. Many of us have had little or no training, so this enables us to utilize and harness the system and take advantage of the reporting and analytical tools available. The class introduces you to many things you didn’t know you didn’t know about Nav. Whether a new user or seasoned veteran, there will be useful takeaways from the course. – Jen Brickner, Andy Gump

Dynamics NAV Financials named as a Top 10 Best Dynamics NAV Blog of 2018

We’re so excited to share this news! Many thanks to DUG and Erik Ernst for the recognition. It is a great privilege to be honored among so many extremely talented Dynamics NAV bloggers. All of these folks dedicate a great amount of time to share knowledge with the community, and I have learned something from each and every one of them. Check out this link for the entire article, and to see the complete list of Top 10 bloggers.

Next Controller’s Boot Camp is March 19th – 22nd, 2018 in Chicago!

For those of you who have been on the waiting list for Controller’s Boot Camp, the wait is over! After the success of the Controller’s Boot Camp offered as pre-conference training in Nashville at the 2017 NAVUG Summit, we knew we had better get another one scheduled soon. The next Controller’s Boot Camp will be in Chicago, March 19^th – 22^nd, 2018. You can register for this class, offered through the NAVUG Academy, at this link.

Controller’s Boot Camp for Microsoft Dynamics NAV is specifically designed for Controllers, CFOs, and other finance professionals. Whether you are a Controller or CFO new to using Microsoft Dynamics NAV or already have many years of NAV experience, this class will get you razor sharp and ready for action. You will come away with a stronger, deeper knowledge of the ERP software you use every day.

This class is taught by our trainers who are experienced former Controllers with extensive working knowledge of Microsoft Dynamics NAV who understand real world financial and accounting scenarios. Their combined systems and business process experience along with proven adult learning techniques aid in the application and retention of class material.

Each day is a complete immersive experience in a classroom setting with ample time for hands on exercises and interaction with the trainers.

Why attend Controller’s Boot Camp?

Here are some comments about this training from our last group of very satisfied students:

If you need to obtain a better overview of how NAV functions this would be an excellent class for you to attend. Very knowledgeable instructors and easy to talk with.

Very helpful & informative no matter if you’re starting out or have been doing it for years.

Even though I have been using NAV for a number of years, I still learned a great deal in this class. I wish something like this had been offered when I first started with NAV.

The material was very relevant and no matter how much experience you have with NAV, you will come away will a better understanding of the system and how you can better use it for your organization. Regardless of what stage you are in with NAV, the Boot Camp is a very immersive class, that will teach you how to use the program, teach you some tricks or even an awesome refresher. It was great to be in one room with others that use NAV. Lunches and breaks were not only a great time to network, but to discuss similar issues in NAV and how they worked around it.

I really appreciated how Kerry and Amanda were able to provide answers to “why” things need to be done in NAV a certain way. Their real-world experience gave them unique insight and they were able to explain how to use the system the right way to avoid mistakes and errors down the road.

The trainers with New View Strategies who lead this class are amazing! I learned so much more from them than I ever expected. Their many years of good and bad experiences with Nav make them perfect for teaching others. I would definitely recommend them if you use Nav now or are considering it in the future!!!

Make sure to save yor place in this upcoming class by registering now! Seats are filling up fast for this very popular classroom training.

What is covered in Controller’s Boot Camp?

All the topics covered in Controller’s Boot Camp are geared toward Controllers, CFOs, and financial professionals. The curriculum has been specifically designed to cover the necessary theory, fundamental concepts, practical setup, and comprehensive understanding of software functionality to equip students to be experts at their company in all financial areas of their ERP software.

Microsoft Dynamics NAV Overview

Chart of Accounts

Posting Groups

Understanding Financial Setups

Master Records

Dimensions

Best Practices for Accounts Receivable

Best Practices for Accounts Payable

Sales Tax

Efficient Journal Entries

Best Practices for Month End Close

Best Practices for Year End Close

Budgeting

Design of Financial Reports with Account Schedules

Common Corrections

Fixed Asset Management

Multi-Currency

Consolidation for Multiple Companies

Getting Ready for Audit

Master Record Management and Data Cleanup

Financial Data Migration Techniques

What’s New in Microsoft Dynamics NAV (most recent version)